Nvwm LLC lifted its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 440.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 16,487 shares of the exchange traded fund’s stock after buying an additional 13,439 shares during the quarter. iShares Russell 2000 […]

Tritonpoint Wealth LLC cut its stake in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 58.3% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 3,068 shares of the wireless technology company’s stock after selling 4,284 shares during the period. Tritonpoint Wealth LLC’s holdings in Qualcomm were […]

Tran Capital Management L.P. grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,544.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 209,059 shares of the Internet television network’s stock after acquiring an additional 196,349 shares […]

Myriad Asset Management US LP lowered its holdings in PulteGroup, Inc. (NYSE:PHM – Free Report) by 74.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 2,289 shares of the construction company’s stock after selling 6,537 shares during the quarter. Myriad Asset Management US LP’s […]

QV Investors Inc. lifted its holdings in Brookfield Corporation (NYSE:BN – Free Report) by 39.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 425,837 shares of the company’s stock after buying an additional 120,670 shares during the period. […]

West Financial Advisors LLC lowered its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 14.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 15,876 shares of the iPhone maker’s stock after selling 2,622 shares during the quarter. Apple accounts for 0.7% of West Financial Advisors LLC’s […]

Westwood Wealth Management acquired a new position in AZZ Inc. (NYSE:AZZ – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 7,000 shares of the industrial products company’s stock, valued at approximately $750,000. Several other institutional investors and hedge funds also […]

Wealth Enhancement Advisory Services LLC lessened its stake in Okta, Inc. (NASDAQ:OKTA – Free Report) by 43.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 14,404 shares of the company’s stock after selling 10,991 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Okta were […]

Tran Capital Management L.P. reduced its holdings in shares of Veeva Systems Inc. (NYSE:VEEV – Free Report) by 44.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 46,069 shares of the technology company’s stock after selling 36,978 shares during the period. Veeva Systems […]

Tritonpoint Wealth LLC trimmed its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 32.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 5,355 shares of the electric vehicle producer’s stock after selling 2,595 shares during the quarter. Tritonpoint Wealth LLC’s holdings in Tesla […]

Tudor Investment Corp ET AL boosted its position in shares of Pinterest, Inc. (NYSE:PINS – Free Report) by 150.2% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 472,635 shares of the company’s stock after buying an additional 283,700 shares during the period. Tudor Investment Corp ET AL’s holdings in Pinterest were worth $15,205,000 […]

Myriad Asset Management US LP cut its position in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 63.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 19,153 shares of the natural resource company’s stock after selling 32,653 shares during the quarter. Freeport-McMoRan accounts […]

Reliant Investment Management LLC decreased its position in Oracle Corporation (NYSE:ORCL – Free Report) by 95.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,629 shares of the enterprise software provider’s stock after selling 34,757 shares during the period. Reliant […]

Whalen Wealth Management Inc. bought a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm bought 3,614 shares of the company’s stock, valued at approximately $519,000. A number of other hedge funds and other institutional investors have also added to or reduced their stakes […]

Toth Financial Advisory Corp lessened its holdings in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 95.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 261 shares of the energy company’s stock after selling 5,030 shares during […]

RPG Investment Advisory LLC lifted its position in Chevron Corporation (NYSE:CVX – Free Report) by 14.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 141,514 shares of the oil and gas company’s stock after acquiring an additional 18,021 shares during the quarter. Chevron […]

JB Capital LLC raised its position in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 6.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 74,416 shares of the wireless technology company’s stock after buying an additional 4,578 shares during the quarter. JB […]

Pullen Investment Management LLC lessened its stake in Kenvue Inc. (NYSE:KVUE – Free Report) by 61.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 33,298 shares of the company’s stock after selling 52,463 shares during the quarter. Pullen Investment Management LLC’s holdings in Kenvue were worth […]

Myriad Asset Management US LP trimmed its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 66.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 890 shares of the industrial products company’s stock after selling 1,757 shares during the quarter. Caterpillar […]

Princeton Global Asset Management LLC trimmed its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 34.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,360 shares of the company’s stock after selling 3,895 shares during the quarter. Princeton Global […]

Tudor Investment Corp ET AL increased its stake in Clean Harbors, Inc. (NYSE:CLH – Free Report) by 86.0% in the third quarter, Holdings Channel reports. The institutional investor owned 63,104 shares of the business services provider’s stock after acquiring an additional 29,176 shares during the quarter. Tudor Investment Corp ET AL’s holdings in Clean Harbors […]

Tran Capital Management L.P. lessened its position in Markel Group Inc. (NYSE:MKL – Free Report) by 97.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 222 shares of the insurance provider’s stock after selling 8,076 shares during the period. Tran Capital […]

Nvwm LLC increased its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 54.7% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 38,323 shares of the exchange traded fund’s stock after purchasing an additional 13,544 shares during the period. Nvwm LLC’s […]

RPG Investment Advisory LLC lowered its position in shares of Sweetgreen, Inc. (NYSE:SG – Free Report) by 34.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 406,480 shares of the company’s stock after selling 209,711 shares during the quarter. RPG Investment […]

Whalen Wealth Management Inc. lifted its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 129.1% in the 4th quarter, Holdings Channel reports. The fund owned 2,799 shares of the electric vehicle producer’s stock after buying an additional 1,577 shares during the period. Whalen Wealth Management Inc.’s holdings in Tesla were worth $1,259,000 at the […]

Tran Capital Management L.P. boosted its stake in shares of Fair Isaac Corporation (NYSE:FICO – Free Report) by 18.9% in the 4th quarter, Holdings Channel reports. The fund owned 19,283 shares of the technology company’s stock after buying an additional 3,061 shares during the period. Fair Isaac makes up 3.9% of Tran Capital Management L.P.’s […]

Tran Capital Management L.P. lessened its holdings in CoStar Group, Inc. (NASDAQ:CSGP – Free Report) by 12.2% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 233,303 shares of the technology company’s stock after selling 32,287 shares during the period. CoStar Group comprises approximately 1.9% […]

Princeton Global Asset Management LLC reduced its holdings in shares of Accenture PLC (NYSE:ACN – Free Report) by 28.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,678 shares of the information technology services provider’s stock after selling 5,057 […]

JB Capital LLC cut its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 47.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 359,243 shares of the company’s stock after selling 328,462 shares during […]

Princeton Global Asset Management LLC grew its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 12.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 112,149 shares of the asset manager’s stock after purchasing an additional 12,178 shares during the period. Blackstone accounts […]

RPG Investment Advisory LLC increased its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 414.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 103,175 shares of the information technology services provider’s stock after purchasing an additional 83,116 shares […]

Pullen Investment Management LLC lifted its stake in UniFirst Corporation (NYSE:UNF – Free Report) by 60.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,845 shares of the textile maker’s stock after purchasing an additional 5,192 shares during the […]

Myriad Asset Management US LP reduced its position in shares of Bank of America Corporation (NYSE:BAC) by 72.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,395 shares of the financial services provider’s stock after selling 26,724 […]

JB Capital LLC decreased its position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 7.7% in the 4th quarter, HoldingsChannel reports. The firm owned 1,663,171 shares of the company’s stock after selling 139,456 shares during the period. iShares MSCI EAFE Value ETF makes up about 4.8% of JB Capital LLC’s holdings, making […]

Tritonpoint Wealth LLC reduced its position in S&P Global Inc. (NYSE:SPGI – Free Report) by 74.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 464 shares of the business services provider’s stock after selling 1,360 shares during the period. Tritonpoint Wealth LLC’s […]

Joule Financial LLC boosted its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 28.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 241,297 shares of the company’s stock after acquiring an additional 53,540 shares during […]

Signaturefd LLC increased its position in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 2.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,334,192 shares of the company’s stock after purchasing an additional 88,721 shares during the quarter. Janus […]

Signaturefd LLC raised its holdings in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 80.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 40,848 shares of the exchange traded fund’s stock after purchasing an additional 18,192 […]

Tritonpoint Wealth LLC reduced its stake in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 70.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 829 shares of the biopharmaceutical company’s stock after selling 1,938 shares during the period. Tritonpoint Wealth […]

Realta Investment Advisors grew its position in shares of First Majestic Silver Corp. (NYSE:AG – Free Report) (TSE:FR) by 4.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 599,809 shares of the mining company’s stock after purchasing an additional 24,113 shares during the […]

Joule Financial LLC boosted its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 2.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 898,873 shares of the company’s stock after acquiring an additional 18,705 shares during the quarter. […]

Tran Capital Management L.P. lowered its position in shares of Capital One Financial Corporation (NYSE:COF) by 51.4% in the fourth quarter, HoldingsChannel reports. The firm owned 27,864 shares of the financial services provider’s stock after selling 29,433 shares during the period. Capital One Financial makes up approximately 0.8% of Tran Capital Management L.P.’s investment portfolio, […]

Tudor Investment Corp ET AL acquired a new stake in Henry Schein, Inc. (NASDAQ:HSIC – Free Report) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 231,651 shares of the company’s stock, valued at approximately $15,375,000. Tudor Investment Corp ET AL owned about 0.20% of […]

Pullen Investment Management LLC increased its holdings in shares of Turtle Beach Corporation (NASDAQ:TBCH – Free Report) by 94.3% during the 4th quarter, Holdings Channel.com reports. The fund owned 143,337 shares of the company’s stock after buying an additional 69,558 shares during the period. Pullen Investment Management LLC’s holdings in Turtle Beach were worth $2,011,000 […]

JB Capital LLC trimmed its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 2.3% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 96,077 shares of the semiconductor company’s stock after selling 2,310 shares during the period. Taiwan Semiconductor Manufacturing comprises 1.2% of […]

Wealth Enhancement Advisory Services LLC lessened its holdings in shares of The J. M. Smucker Company (NYSE:SJM – Free Report) by 30.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,199 shares of the company’s stock after selling […]

Tritonpoint Wealth LLC trimmed its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 65.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 726 shares of the exchange traded fund’s stock after selling 1,404 shares during the quarter. Tritonpoint […]

Pullen Investment Management LLC purchased a new stake in FTI Consulting, Inc. (NYSE:FCN – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 9,651 shares of the business services provider’s stock, valued at approximately $1,649,000. A number of other hedge […]

Whalen Wealth Management Inc. purchased a new position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 7,429 shares of the company’s stock, valued at approximately $782,000. Other institutional investors have also modified […]

Moseley Investment Management Inc. raised its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 843.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 26,240 shares of the Internet television network’s stock after buying an additional 23,458 shares during the quarter. Moseley Investment Management Inc.’s holdings in Netflix were worth $2,460,000 at […]